Welcome to our Guide for Users in Capium 365! This guide will walk you through essential initial steps, best practices and key features within Users. 

 

How to set up users 

  1. Click on the three dashes in the top right hand corner of the screen
  2. Navigate to “Users” Tab 
  1. Press on the “+” icon in the bottom right hand corner of the screen
  1. Populate the user details as required 
  1. Press “Save”

 

How to invite users to the app

  1. Click on the three dashes in the top right hand corner of the screen
  2. Navigate to “Users” Tab 
  3. Click on the status icon next to the three dots in the time right-hand corner
  1. Click “Invite”

 

Deleting a user

  1. Click on the three dashes in the top right hand corner of the screen
  2. Navigate to “Users” Tab 
  3. Hold down on the user you want to delete until it turns purple
  4. Press “Delete”